RIA Intelligence

BERLIN FINANCIAL, LTD.

CRD #108884 SEC #801-55607 CLEVELAND, OH 216-479-0400
SEC Registered
Total AUM
$52.5M
Discretionary
$52.5M
Employees
10
Clients
--
Accounts
40

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 12, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICERNA Control
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICERNA Control
BERLIN, JENNIFER, WILLIAMSICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
BERLIN, JOY, ROTARITRUSTEE OF MEMBERNA
BERLIN, JOY, ROTARIMEMBERNA
BERLIN, JOY, ROTARITRUSTEE OF MEMBERNA Control
BERLIN, JOY, ROTARITRUSTEE OF MEMBERNA Control
BERLIN, JOY, ROTARIMEMBERNA
BERLIN, JOY, ROTARIMEMBERNA
BERLIN, JOY, ROTARIMEMBERNA
BERLIN, JOY, ROTARITRUSTEE OF MEMBERNA Control
BERLIN, JOY, ROTARIMEMBERNA
BERLIN, THOMAS, GEORGEITRUSTEE/MANAGING MEMBER/OFFICERNA Control
BERLIN, THOMAS, GEORGEIMANAGING MEMBERNA Control
BERLIN, THOMAS, GEORGEITRUSTEE/MANAGING MEMBER/OFFICERNA Control
BERLIN, THOMAS, GEORGEITRUSTEE/MANAGING MEMBER/OFFICERNA Control
BERLIN, THOMAS, GEORGEIMANAGING MEMBERNA Control
BERLIN, THOMAS, GEORGEIMANAGING MEMBERNA Control
BERLIN, THOMAS, GEORGEIMANAGING MEMBERNA Control
BERLIN, THOMAS, GEORGEITRUSTEE/MANAGING MEMBER/OFFICERNA Control
BERLIN, THOMAS, GEORGEIMANAGING MEMBERNA Control
BERLIN-DESANTIS, JILLITRUSTEE OF MEMBERNA Control
BERLIN-DESANTIS, JILLITRUSTEE OF MEMBERNA Control
JOY R. BERLIN, TRUSTEE, UNDER J.R. BERLIN LIVING TRUST DATED JUNE 25, 1996, AS AMENDEDDEMEMBERNA
JOY R. BERLIN, TRUSTEE, UNDER J.R. BERLIN LIVING TRUST DATED JUNE 25, 1996, AS AMENDEDDEMEMBERNA Control
JOY R. BERLIN, TRUSTEE, UNDER J.R. BERLIN LIVING TRUST DATED JUNE 25, 1996, AS AMENDEDDEMEMBERNA Control
JOY R. BERLIN, TRUSTEE, UNDER J.R. BERLIN LIVING TRUST DATED JUNE 25, 1996, AS AMENDEDDEMEMBERNA Control
THOMAS G. BERLIN, TRUSTEE UNDER T.G. BERLIN LIVING TRUST DATED MAY 21, 1996, AS AMENDEDDEMANAGING MEMBERNA Control
THOMAS G. BERLIN, TRUSTEE UNDER T.G. BERLIN LIVING TRUST DATED MAY 21, 1996, AS AMENDEDDEMANAGING MEMBERNA Control
THOMAS G. BERLIN, TRUSTEE UNDER T.G. BERLIN LIVING TRUST DATED MAY 21, 1996, AS AMENDEDDEMANAGING MEMBERNA Control
THOMAS G. BERLIN, TRUSTEE UNDER T.G. BERLIN LIVING TRUST DATED MAY 21, 1996, AS AMENDEDDEMANAGING MEMBERNA Control
BERLIN, SCOTT, THOMPSONITRUSTEE OF MEMBERC Control
BERLIN, SCOTT, THOMPSONIMEMBERC Control
BERLIN, SCOTT, THOMPSONITRUSTEE OF MEMBERC Control
BERLIN, SCOTT, THOMPSONITRUSTEE OF MEMBERC Control
BERLIN, SCOTT, THOMPSONIMEMBERC Control
BERLIN, SCOTT, THOMPSONIMEMBERC Control
BERLIN, SCOTT, THOMPSONIMEMBERC Control
BERLIN, SCOTT, THOMPSONITRUSTEE OF MEMBERC Control
BERLIN, SCOTT, THOMPSONIMEMBERC Control
BERLIN, SHANNON, FAYEIMEMBERC Control
BERLIN, SHANNON, FAYEIMEMBERC Control
BERLIN, SHANNON, FAYEIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-DESANTIS, JILLIMEMBERC Control
BERLIN-HEINEY, SHANNONIMEMBERC Control
BERLIN-HEINEY, SHANNONIMEMBERC Control
CARLSON, SHANNON, BERLINIMEMBERC Control
CARLSON, SHANNON, BERLINIMEMBERC Control
CARLSON, SHANNON, BERLINIMEMBERC Control
CARLSON, SHANNON, BERLINIMEMBERC Control
JILL B. DESANTIS LIVING TRUST DATED JUNE 29, 2007DEMEMBERC Control
JILL B. DESANTIS LIVING TRUST DATED JUNE 29, 2007DEMEMBERC Control
SCOTT THOMPSON BERLIN, TRUSTEE UNDER THE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006DEMEMBERC Control
SCOTT THOMPSON BERLIN, TRUSTEE UNDER THE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006DEMEMBERC Control
SCOTT THOMPSON BERLIN, TRUSTEE UNDER THE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006DEMEMBERC Control
SCOTT THOMPSON BERLIN, TRUSTEE UNDER THE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006DEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BERLIN, JOY, ROTARIJR BERLIN LIVING TRUST DATED JUNE 25, 1996, AS AMENDEDE Control
BERLIN, JOY, ROTARIJR BERLIN LIVING TRUST DATED JUNE 25, 1996, AS AMENDEDE Control
BERLIN, THOMAS, GEORGEITG BERLIN LIVING TRUST DATED MAY 21, 1996, AS AMENDEDE Control
BERLIN, THOMAS, GEORGEITG BERLIN LIVING TRUST DATED MAY 21, 1996, AS AMENDEDE Control
BERLIN, SCOTT, THOMPSONITHE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006C Control
BERLIN, SCOTT, THOMPSONITHE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006C Control
BERLIN, SCOTT, THOMPSONITHE SCOTT THOMPSON BERLIN DECLARATION OF TRUST DATED JULY 31, 2006C Control
BERLIN-DESANTIS, JILLIJILL B. DESANTIS LIVING TRUST DATED JUNE 29, 2007C Control
BERLIN-DESANTIS, JILLIJILL B. DESANTIS LIVING TRUST DATED JUNE 29, 2007C Control

Registrations

Federal

IA
Sep 12, 2005 REGISTERED

Notice Filings (12)

FL IL MA MD MI NC OH OR RI SC TX VA

Address

1325 CARNEGIE AVENUE
THIRD FLOOR
CLEVELAND, OH 44115
UNITED STATES
Phone: 216-479-0400